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The three AI stories that matter for your practice, explained in five minutes, every Sunday. Free on LinkedIn and email.

The Financial Advisor's Weekly AI Cheat Sheet — Week of September 6, 2026
OpenAI and Anthropic both ship new flagship models, Envestnet puts $35 million behind AI in Tamarac, and one advisor's automated referral system → The Financial Advisor's Weekly AI Cheat Sheet — Week of August 30, 2026
Vanguard buys Altruist for a reported $4 billion, clients' AI assistants can now place trades in Europe, and AssetMark builds AI into meeting pre→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 23, 2026
The new Kitces study says 68% of marketing cost is your own time. Advisors retreat from content while referrals rule. And a tool grades how AI sees yo→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 16, 2026
1 in 5 advice seekers asked AI first, and few trust it. Gen Z takes money advice from social media over advisors. And why the human just got more valu→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 9, 2026
Everyone suddenly has an AI agent, and one directory counted 54. The industry wants shared questions before buying. And getting found by AI is now a b→ The Financial Advisor's Weekly AI Cheat Sheet — Week of August 2, 2026
AI just became the top compliance concern in advice by the widest margin in 21 years. The largest RIA kept humans in charge. And AI search loves clien→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 26, 2026
Firms are spending big on AI and most can't prove it works. An AI now grades advisor-client calls. And a case for trading experiments for one rea→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 19, 2026
A $630B RIA deployed the equivalent of 700 AI employees, $30M arrives behind transition paperwork, and compliance archiving catches up to AI.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 12, 2026
Kitces says your website has to be findable by AI, the big platforms build their own AI, and a new survey shows demand for advice outrunning advisors.→ The Financial Advisor's Weekly AI Cheat Sheet — Week of July 5, 2026
Practical guides on using AI for content creation, client communication, and compliance in your financial advisory practice. Built by a CFP for adviso→ The Financial Advisor's Weekly AI Cheat Sheet — Week of June 14, 2026
The U.S. government just yanked Anthropic's two newest AI models off the market over national security concerns. Rockefeller Capital Management signed→ The Financial Advisor's Weekly AI Cheat Sheet — Week of June 7, 2026
Morgan Stanley is opening its $1.2T wealth platform to external AI agents. The M&A panel at INSITE 2026 warned that AI could split firms into haves an→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 31, 2026
Three AI stories that matter for your practice this week: a more honest Claude, a survey that should make you sit up, and the consistency play that wi→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 24, 2026
KPMG put Claude in Front its Tax Clients, Envestnet's New AI Reads PDFs, Moment Raised Money for AI Agents, and The AI Compliance Deadline→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 3, 2026
Advisor CRM launched a free embedded AI assistant. DeepVest shipped a 5-score behavioral risk tool. LPL's CEO named what AI can't replace in an adviso→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 3, 2026
Advisor CRM launched a free embedded AI assistant. DeepVest shipped a 5-score behavioral risk tool. LPL's CEO named what AI can't replace in an adviso→ The Financial Advisor's Weekly AI Cheat Sheet — Week of May 3, 2026
Advisor CRM launched a free embedded AI assistant. DeepVest shipped a 5-score behavioral risk tool. LPL's CEO named what AI can't replace in an adviso→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 26, 2026
Citi hired an AI named Sky. OpenAI shipped GPT-5.5. The Washington Post wrote the article your clients will forward you. Here's what matters this week→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 19, 2026
OpenAI is building financial planning into ChatGPT, Perplexity connected to client bank accounts, and estate planning AI just raised $65M. Here's what→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 12, 2026
Wealthbox shipped an AI agent that runs on autopilot, MIT made the case for your fiduciary edge, and consultants warned AI could compress advisor fees→ The Financial Advisor's Weekly AI Cheat Sheet — Week of April 5, 2026
Claude now works with Microsoft 365 on every plan, Zocks launched an MCP connector, Fortune put AI advisors on the cover, and a free AI platform showe→ The Financial Advisor's Weekly AI Cheat Sheet — Week of March 29, 2026
Fortune says a third of consumers are asking ChatGPT for financial advice before meeting with their advisor. This week's cheat sheet covers the 5 ques→

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